Capital Insight Partners, LLC — Q2 2018 13F保有銘柄

Name: Capital Insight Partners, LLC — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001664385

申告総資産額

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今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	MA	Mastercard INC - A	株式-金融	3.64%	-1.11%	EXIT
2	BAC	Bank Of America CORP	株式-金融	3.37%	-1.01%	EXIT
3	✓	Aia Group LTD	株式-その他	3.32%	—	+0.50%
4	✓	Experian PLC	株式-その他	3.17%	—	+2.18%
5	PFE	Pfizer INC	株式-ヘルスケア	2.94%	—	+0.24%
6	GOOGL	Alphabet Inc-cl A	株式-通信サービス	2.71%	-2.46%	EXIT
7	FDX	Fedex CORP	株式-資本財	2.64%	—	+0.23%
8	AAPL	Apple INC	株式-IT	2.62%	-2.68%	EXIT
9	BKNG	Booking Holdings INC	株式-一般消費財	2.56%	-1.40%	EXIT
10	MSFT	Microsoft CORP	株式-IT	2.55%	-1.89%	EXIT
11	HON	Honeywell International INC	株式-資本財	2.52%	-0.71%	EXIT
12	✓		株式-その他	2.42%	—	+0.17%
13	XOM	Exxon Mobil CORP	株式-エネルギー	2.31%	—	-22.41%
14	✓	Capgemini SE	株式-その他	2.27%	—	+0.53%
15	WFC	Wells Fargo & Co	株式-金融	2.20%	—	+1.48%
16	META	Meta Platforms Inc-class A	株式-通信サービス	2.19%	-1.68%	EXIT
17	JNJ	Johnson & Johnson	株式-ヘルスケア	2.18%	—	+1.58%
18	ORCL	Oracle CORP	株式-IT	2.08%	-1.12%	EXIT
19	ODFL	Old Dominion Freight Line	株式-資本財	2.02%	—	-1.48%
20	WP	Worldpay Inc-class A	株式-その他	1.87%	—	+1.58%
21	PRU	Prudential Financial INC	株式-金融	1.86%	—	+2.03%
22	CHE	Chemed CORP	株式-ヘルスケア	1.78%	—	-1.49%
23	SLB	Slb LTD	株式-エネルギー	1.71%	—	+4.66%
24	MDT	Medtronic plc	株式-ヘルスケア	1.68%	—	+2.29%
25	CTLEUR	Centurylink INC	株式-その他	1.66%	—	+1.67%
26	TREX	Trex Company INC	株式-資本財	1.65%	—	+102.58%
27	FDS	Factset Research Systems INC	株式-金融	1.65%	—	+2.72%
28	CMD	Cantel Medical CORP	株式-その他	1.44%	—	-0.31%
29	HD	Home Depot INC	株式-一般消費財	1.43%	-0.70%	EXIT
30	MMM	3m Co	株式-資本財	1.43%	—	—
31	FRCB	First Republic Bank/ca	株式-金融	1.41%	—	+1.98%
32	PEP	Pepsico INC	株式-生活必需品	1.40%	—	+1.34%
33	✓	Fanuc CORP	株式-その他	1.36%	—	+0.69%
34	NKE	Nike INC -cl B	株式-一般消費財	1.33%	—	+1.20%
35	UL	Unilever PLC	株式-生活必需品	1.32%	—	+1.70%
36	DLTR	Dollar Tree INC	株式-生活必需品	1.31%	—	+0.67%
37	IT	Gartner INC	株式-IT	1.24%	—	+1.06%
38	VOD	Vodafone Group Plc-sp Adr	株式-通信サービス	1.19%	—	+1.11%
39	DEO	Diageo Plc-sponsored Adr	株式-生活必需品	1.18%	—	+1.33%
40	MUFG	Mitsubishi Ufj Finl-spon Adr	株式-金融	1.16%	—	+2.65%
41	CCOI	Cogent Communications Holdin	株式-その他	1.15%	—	+1.80%
42	NDSN	Nordson CORP	株式-資本財	1.15%	—	+2.43%
43	✓	Lafargeholcim LTD Reg	株式-その他	1.14%	—	+2.05%
44	GSK	GSK plc ADRhedged	株式-ヘルスケア	1.07%	—	+2.82%
45	YUMC	Yum China Holdings INC	株式-一般消費財	1.05%	—	+1.24%
46	CMCSA	Comcast Corp-class A	株式-通信サービス	1.05%	—	+4.47%
47	CL	Colgate-palmolive Co	株式-生活必需品	0.90%	—	+3.81%
48	MANH	Manhattan Associates INC	株式-IT	0.90%	—	+4.22%
49	SNA	Snap-on INC	株式-資本財	0.88%	—	+5.53%
50	CASY	Casey's General Stores INC	株式-一般消費財	0.88%	-1.16%	EXIT

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今四半期の持株変動

Capital Insight Partners, LLCがQ2 2018時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	META	Meta Platforms Inc-class A	+0.5%	+5.39%	増加
2	✓	Experian PLC	+0.5%	+2.18%	増加
3	MA	Mastercard INC - A	+0.4%	-1.26%	減少
4	MSFT	Microsoft CORP	+0.3%	+2.57%	増加
5	CHE	Chemed CORP	+0.3%	-1.49%	減少
6	TREX	Trex Company INC	+0.3%	+102.58%	増加
7	AAPL	Apple INC	+0.3%	-0.72%	減少
8	NKE	Nike INC -cl B	+0.2%	+1.20%	増加
9	CCOI	Cogent Communications Holdin	+0.2%	+1.80%	増加
10	CTLEUR	Centurylink INC	+0.2%	+1.67%	増加
11	GOOGL	Alphabet Inc-cl A	+0.2%	-0.17%	減少
12	✓	Capgemini SE	+0.2%	+0.53%	増加
13	IT	Gartner INC	+0.2%	+1.06%	増加
14	WFC	Wells Fargo & Co	+0.2%	+1.48%	増加
15	✓	Aia Group LTD	+0.2%	+0.50%	増加
16	MDT	Medtronic plc	+0.2%	+2.29%	増加
17	SLB	Slb LTD	+0.2%	+4.66%	増加
18	MANH	Manhattan Associates INC	+0.1%	+4.22%	増加
19	HD	Home Depot INC	+0.1%	+0.36%	増加
20	SNA	Snap-on INC	+0.1%	+5.53%	増加
21	AMZN	Amazon.com INC	+0.1%	+2.93%	増加
22	FRCB	First Republic Bank/ca	+0.1%	+1.98%	増加
23	DEO	Diageo Plc-sponsored Adr	+0.1%	+1.33%	増加
24	PFE	Pfizer INC	+0.1%	+0.24%	増加
25	BKNG	Booking Holdings INC	-0.1%	-0.26%	減少
26	✓		-0.1%	+0.17%	増加
27	JNJ	Johnson & Johnson	-0.1%	+1.58%	増加
28	✓	Lafargeholcim LTD Reg	-0.1%	+2.05%	増加
29	FDX	Fedex CORP	-0.1%	+0.23%	増加
30	TSM	Taiwan Semiconductor-sp Adr	-0.1%	+1.11%	増加
31	DLTR	Dollar Tree INC	-0.1%	+0.67%	増加
32	PRU	Prudential Financial INC	-0.1%	+2.03%	増加
33	MUFG	Mitsubishi Ufj Finl-spon Adr	-0.2%	+2.65%	増加
34	MMM	3m Co	-0.2%	—	変化なし
35	VOD	Vodafone Group Plc-sp Adr	-0.2%	+1.11%	増加
36	CMD	Cantel Medical CORP	-0.2%	-0.31%	減少
37	BAC	Bank Of America CORP	-0.2%	-0.65%	減少
38	✓	Fanuc CORP	-0.3%	+0.69%	増加
39	CVX	Chevron CORP	-0.3%	-70.06%	減少
40	XOM	Exxon Mobil CORP	-0.4%	-22.41%	減少
41	UGP	Ultrapar Particpac-spon Adr	-0.4%	+5.94%	増加
42	CASY	Casey's General Stores INC	-0.5%	-32.10%	減少
43	PG	Procter & Gamble Co/the	—	EXIT	全売却
44	SPB	Spectrum Brands Hldgs INC	—	EXIT	全売却
45	HDB	Hdfc Bank Ltd-adr	—	NEW	新規購入
46	NEE	Nextera Energy INC	—	EXIT	全売却
47	EQT	Eqt CORP	—	EXIT	全売却
48	✓	Energen CORP	—	EXIT	全売却
49	GOOG	Alphabet Inc-cl C	—	NEW	新規購入
50	MBTF	Mbt Financial CORP	—	NEW	新規購入